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Edge Computing

Edge computing pushes processing out to where data is produced — factories, vehicles, shops, and network nodes — instead of sending everything to a central region. Latency, bandwidth cost, and rules about where data may live are what drive the move.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	Vanguard Group Malvern, Pennsylvania	$818M	+$28.9M	2	0.06%	Increased
2	Wellington Management Group Boston, Massachusetts	$662M	-$83M	2	0.18%	Reduced
3	Fidelity Investments Boston, Massachusetts	$618M	-$33.7M	2	0.08%	Reduced
4	State Street Boston, Massachusetts	$486M	+$8.23M	2	0.05%	Increased
5	Wells Fargo San Francisco, California	$379M	+$35.6M	2	0.15%	Increased
6	BlackRock Institutional Trust San Francisco, California	$332M	+$20M	3	0.05%	Increased
7	William Blair & Company Chicago, Illinois	$331M	+$34.6M	2	0.53%	Increased
8	BHG Blue Harbour Group Greenwich, Connecticut	$322M	+$8.01M	1	10.31%	Increased
9	Coatue Management New York	$297M	+$87.8M	1	2.81%	Increased
10	T. Rowe Price Associates Baltimore, Maryland	$296M	-$254M	1	0.06%	Reduced
11	Bank of New York Mellon New York	$246M	+$34.9M	2	0.06%	Increased
12	FC Fairpointe Capital Chicago, Illinois	$194M	-$11.3M	1	2.55%	Reduced
13	JP Morgan Chase New York	$192M	+$6.48M	2	0.04%	Increased
14	ClearBridge Investments New York	$188M	+$6.28M	1	0.2%	Increased
15	BlackRock Fund Advisors San Francisco, California	$174M	+$15.7M	2	0.04%	Increased
16	Northern Trust Chicago, Illinois	$170M	+$3.39M	2	0.05%	Increased
17	Lord, Abbett & Co Jersey City, New Jersey	$147M	+$15M	1	0.37%	Increased
18	Invesco Atlanta, Georgia	$136M	-$10.6M	2	0.05%	Reduced
19	Goldman Sachs New York	$132M	+$9.66M	2	0.04%	Increased
20	Disciplined Growth Investors Minneapolis, Minnesota	$106M	-$928K	1	2.52%	Reduced
21	Luther King Capital Management (LKCM) Fort Worth, Texas	$106M	+$2.9M	1	0.85%	Increased
22	Frontier Capital Management Boston, Massachusetts	$102M	+$21.4M	1	0.75%	Increased
23	BlackRock Group London, United Kingdom	$95.2M	+$5.4M	1	0.05%	Increased
24	AQR Capital Management Greenwich, Connecticut	$94.3M	+$45.4M	1	0.2%	Increased
25	First Trust Advisors Wheaton, Illinois	$91.7M	+$4.34M	1	0.31%	Increased